Client Testimonials

“I am the President and Chief Executive Officer of a several real estate companies which own, operate and manage commercial and residential properties and provide real estate advisory services to institutional clients in southern California. Mr. Jeff Matsen has served as the attorney and legal counsel to my companies for over 25 years. He also serves as my personal estate planning attorney. As an attorney and real estate broker myself, I have interfaced with many attorneys over the years, but have selected Mr. Matsen to represent the interests of my companies and my family. Aside from his superior legal knowledge, judgment and work ethic, I consider Mr. Matsen as one of the most trustworthy, capable and intelligent people that I have ever known. I have a great deal of confidence in his legal recommendations, particularly including his tax planning initiatives. Mr. Matsen is at all times professional, responsive, thorough and always makes the client’s interests top priority. Mr. Matsen has been involved in a number of complex matters on our behalf and has always achieved a well thought-out, successful and ethical solution. I consider him the best attorney whom I have ever met and recommend him, and his excellent professional support staff, as a reliable legal team. In short, there is no other attorney that I have encountered to date that is more effective or trustworthy.”

John Spiezia; Newport Beach, California

“My sister and I could not be more pleased with the way Jeff Matsen handled the very difficult issues involved in our father’s estate. He was responsive, professional and successful in reaching a very favorable result for us. What impressed us the most was that Jeff made us feel he was really on our side and was able to help us understand the process of a very difficult and somewhat convoluted estate administration.”

Carol O’Malley; Dana Point, California

“My wife and I own and operate three successful companies in Southern California, Mission Viejo Glass, Inc., Rancho Santa Margarita Glass Inc., and Byrne Construction Company, Inc.. Jeff is both our corporate counsel and our personal estate planning attorney. We are very pleased with Jeff’s professionalism, experience and creativity. He has provided us with a very sound business structure and also a creative estate plan that will preserve and protect our assets for the benefit of our family. Jeff, himself, is very family oriented as we are and we especially appreciate Jeff’s concern about our family values and the legacy we want to leave to our children.”

James Byrne;Laguna Niguel, California

“I am an attorney with a business litigation practice here in Southern California and I have referred several estate planning and probate clients to Jeff Matsen and will continue to do so in the future because he knows how to get the job done. In addition, I have worked with Jeff on a few complicated estate administration cases and I have personally seen him in action and he does an outstanding job. Jeff is definitely the man when it comes to probate, estate administration and estate planning.”

Robert Petrokofsky; Costa Mesa, California

“I am the President and Chief Executive Officer of a successful equipment rental company. We do business nationwide and, obviously, have the need of excellent legal advice for the many legal issues that crop up on a regular basis including contract review, business formation and registration matters, employee related matters and tax planning. Jeff Matsen and Wealth Strategies Counsel serve as our corporate counsel and we couldn’t be more pleased with the prompt, efficient and professional services that Jeff and his team have provided to us. In addition, Jeff has been extremely creative with some structural tax problems that we experienced and has literally saved our company hundreds of thousands of dollars with his planning. My husband and I and the other shareholders of the Company have also utilized Jeff for our own personal Estate Planning where he has done a fantastic job, again, demonstrating great creativity and sophistication. What a blessing it is to have Jeff and his legal team watching our backs and helping us move forward and prosper!”

Wendy Crommelin; Anaheim, California

“Jeff has been wonderful in helping me in a very difficult time brought about by the death of my late husband. There were many complicated issues involved and Jeff was terrific in the way he was able to assimilate everything, stand up for my rights and carry out my husband’s wishes. It is very comforting for me to know that I have someone who is so well qualified and trustworthy to represent my interests and it gives me a great deal of peace of mind that Jeff Matsen is my attorney.”

Bernita Jensen; Long Beach, California

“I am an attorney with a very successful Estate Planning practice in the Los Angeles area. From time to time, I am able to collaborate with attorney Jeff Matsen on more sophisticated and high net worth Estate and Asset Protection matters. Jeff is recognized as on e of the top Estate Planning attorneys in the country and I am pleased that I have been able to take advantage of his experience, skills, and legal creativity to assist me in meeting my clients’ estate and tax saving objectives. I am very grateful for Jeff’s friendship and the opportunity we have to work together on complicated Estate Planning matters.”

Michael Burstein;Los Angeles, California

“I retained Jeff Matsen to handle the estate of my deceased father. Jeff was very responsive and did a great job not only with the probate, but also helping my brother and me sort out some other legal matters. In fact, we were so impressed with Jeff that both my brother and I had him do our own individual estate planning and we retained him to form a limited liability company for our rental property. I would highly recommend Jeff to anyone who needs expert probate, estate planning or business legal services.”

Craig Curry; Huntington Beach, California

“I am the owner and Chief Executive Officer of an automobile dealership in Southern California. Jeff has been our Company’s attorney and corporate counsel for over 35 years. He has always been there for us. We have great confidence in his legal recommendations and rely upon his professional and sophisticated creative planning. He has also done extensive estate and tax planning for our family. During the time that my father owned our dealership, he was able to put into effect a tax and estate planning program that will save our family millions of dollars in estate taxes. We are very grateful for Jeff’s service and the relationship we have had with him over the years and that we will continue to have in the future.”

Robert Davis; Signal Hill, California

“When my mother died, there were a lot of substantial problems with respect to her estate because of some past due debts and other encumbrances. Our family was told that Jeff Matsen was the best attorney in Southern California to handle estate administration and probate. I was completely overwhelmed by the magnitude of the problems involved, but when Jeff took over, everything went relatively smoothly. One by one, the problems were resolved with Jeff’s patience, know-how and tenacity and in the end, the estate was closed, the property distributed to me and my siblings and Jeff saved us thousands of dollars. I wholeheartedly recommend Jeff based on his experience, competence and ‘get the job done’ mentality.”

Stephen M. Hutton; Brea, California

“We have effectuated a very complicated but legally sound Estate Planning structure which involves offshore trusts and legal entities. Our entire Plan and structure was devised and created by Jeff Matsen who has an unbelievable worldwide network of contacts and professional entities. Jeff and his firm are responsive and professional and I have very much appreciated their personal commitment and attention to me and my family. I am so thankful that he is there for us and that I can rely upon him and call him when the need arises because I know that he will always be there for me.”

Name withheld for confidentiality purposes, but signed testimonial is on file. Laguna Beach, California

“When my father died without a will leaving some real estate rental units in Los Angeles County, I contacted and employed Jeff Matsen. I was very pleased with the way Jeff handled not only the probate proceedings, but also the sale of our properties. I feel very fortunate Jeff was there to guide me through what to me seemed to be an overwhelming task. Thank goodness Jeff was there when I needed him.”

Jill Garcia; Placentia, California

“Jeff Matsen and his firm have served as our family’s personal Estate attorneys for several years and they have also done a magnificent job of helping set up and administer the Estate of a close personal family friend. I have especially appreciated the way that Jeff’s legal assistant and paralegal, Lisa Allred, has assisted me with respect to my administrative duties as an Executor and successor Trustee of my friend’s Estate and also with respect to our own family Estate Planning matters. Jeff and Lisa really care about the people they represent and go the extra mile to make sure that everything is done right and that the client’s objective are met. Thank you Jeff and Lisa for your dedication, your caring and your concern.”

Beth Christensen;Garden Grove, California

A few years ago my husband who was an American Citizen and I, who am a Canadian Citizen, were referred to Jeff Matsen for some complicated Estate Planning matters. Even though we had residences in Florida and Canada, we came to Jeff in Southern California because of his reputation of being one of the top attorneys in the country when it comes to Estate Planning. Jeff structured a plan for us that saved us literally millions of dollars in estate taxes upon my husband’s death. I and my family continue to rely on Jeff for important legal decisions and we are very grateful for his responsive, professional and caring concern and his very astute legal judgment.

Name withheld for confidentiality purposes, but signed testimonial is on file. Toronto, Canada

“Pursuant to the Board of Governors of the State Bar rule 1-400(E) on Advertising and Solicitation, these testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.”

Comments are closed.